Position in ORCL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,184,270
-$90,585 QoQ
Shares Held
8,081
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,684
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BSW Wealth Partners holds $13,284,697 across 9 Software - Infrastructure names. ORCL ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,173 | $5,659,832 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
21,960 | $2,562,073 | |
| 3 | PANW |
Palo Alto Networks Inc
|
4,446 | $1,516,174 | |
| 4 | SNPS |
Synopsys Inc
|
3,329 | $1,484,967 | |
| 5 | ORCL |
Oracle Corp
This page
|
8,081 | $1,184,270 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,883 | $289,266 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
1,456 | $228,635 | |
| 8 | NET |
Cloudflare, Inc.
|
855 | $209,714 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,270 | 8,081 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,274,855 | 8,666 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,555,576 | 7,981 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,337,104 | 8,310 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,863,820 | 8,525 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,435,289 | 10,266 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,758,052 | 10,550 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,722,744 | 10,110 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,450,688 | 10,274 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,335,485 | 10,632 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,041,437 | 9,878 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,014,819 | 9,581 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,109,918 | 9,320 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $881,717 | 9,489 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $728,712 | 8,915 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $579,371 | 9,487 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $663,275 | 9,493 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $748,789 | 9,051 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $731,953 | 8,393 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $704,968 | 8,091 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $470,854 | 6,049 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $373,093 | 5,317 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $351,848 | 5,439 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $228,651 | 3,830 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $301,884 | 5,462 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $259,967 | 5,379 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||